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Hedge Funds Similar to Souders Financial Advisors

13F Portfolio OverlapQ2 2026Souders Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Souders Financial Advisors is an institutional investor managing $994M across 224 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Souders Financial Advisors are ADE, Planning Strategies, D'Orazio & Associates, with shared positions in $BAH, $PM, $AMGN, $MCD, $NEE, $CINF. The full ranking of 25 similar funds is below.

#1ADE, LLCActive
Notable overlap · 3 shared positions
$BAH$PM$AMGN
$237M
93 positions
#2Planning Strategies Inc.Active
Notable overlap · 3 shared positions
$BAH$PM$MCD
$169M
1,159 positions
#3D'Orazio & Associates, Inc.Active
Notable overlap · 3 shared positions
$BAH$PM$AMGN
$864M
322 positions
#4PYA Waltman Capital, LLCActive
Notable overlap · 4 shared positions
$BAH$AMGN$NEE$MCD
$421M
67 positions
#5HFG Advisors, Inc.Active
Notable overlap · 3 shared positions
$BAH$CINF$DUK
$160M
117 positions
#6NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$NEE$MCD
$324M
194 positions
#7Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$BAH$NEE$DUK
$218M
204 positions
#8Southland Equity Partners LLCPassive
Some overlap · 4 shared positions
$BAH$PM$MCD$NEE
$583M
292 positions
#9Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$BAH$PM$BTI$MCD
$115M
101 positions
#10WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$BAH$PM$MCD
$340M
145 positions
#11QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAH$NEE$MCD
$194M
152 positions
#12Revisor Wealth Management LLCPassive
Some overlap · 5 shared positions
$CINF$PM$RCL$AXP$MCD
$404M
361 positions
#13Financial Security Advisor, Inc.Active
Some overlap · 4 shared positions
$BAH$PM$AXP$MCD
$615M
161 positions
#14Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$CINF$PM$NEE$DUK
$148M
110 positions
#15Legacy Financial Strategies, LLCActive
Some overlap · 4 shared positions
$CINF$LIN$NEE$MCD
$615M
145 positions
#16Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$CINF$LIN$NEE$MCD
$481M
125 positions
#17PLIMOTH TRUST CO LLCPassive
Some overlap · 6 shared positions
$LIN$NEE$AMGN$AXP$MCD$DUK
$537M
178 positions
#18Founders Financial Alliance, LLCPassive
Some overlap · 4 shared positions
$BAH$PM$MCD$DUK
$754M
779 positions
#19Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$CINF$PM$MCD$DUK
$401M
272 positions
#20Trueblood Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CINF$LIN$AXP$MCD
$284M
262 positions
#21Wealth Science Advisors LLCActive
Some overlap · 5 shared positions
$PM$LIN$BTI$RCL$CARR
$238M
80 positions
#22WEALTH ALLIANCE, LLCPassive
Some overlap · 4 shared positions
$BAH$AMGN$PM$NEE
$1.2B
573 positions
#23MBA Advisors LLCPassive
Some overlap · 5 shared positions
$CINF$PM$AMGN$MCD$DUK
$297M
166 positions
#24FIRST NATIONAL TRUST COPassive
Some overlap · 5 shared positions
$PM$LIN$NEE$AMGN$MCD
$2.9B
382 positions
#25OMNI 360 Wealth, Inc.Active
Some overlap · 3 shared positions
$BAH$NEE$MCD
$221M
140 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.